Hongkong Land

 I sold all my Hongkong Land at an average price of USD5.1783, making an ROI of 32%. I bought it in early September last year at USD3.90.

I remember I had the following reasons when I bought it then:
The property in Hong Kong had suffered from triple whammies the year before:
1. Rioting in Hong Kong almost throughout the most part of the year;
2. The Coivid-19 pandemic;
3. Close to zero tourist arrival rates and thus higher jobless rates. 

And I knew that Mr Market is forward-looking. Shrewd investors would think that all the woes will be over soon. Technically, the BIG CUP & HANDLE formed should enable the price to propel past US$5.10. 

It took about 6 months for this mission. My patience paid off handsomely. 

Got to move on to other gems. Likely to be a HK stock. 

Superphang
http://superphang.blogspot.sg

CGS (6881.HK)

I have sold $SINOTRANS(598.HK) and made a ROI of about 66.8% within about 6 months. Solid! 

I have also sold $CMS(867.HK) and made a solid ROI of about 58.4% within about 3 months. Not bad!

I worked hard to find CGS, the new gem, to invest some of the above sales proceeds.

CGS (6881) is the smallest of the eight China brokerages that has A+H market cap which exceeds S$20 billion but it has the best financials.

CGS is expected to make EPS of RMB0.71 for FY2020, an increase of 37% yoy. This will give it a very attractive p/e of 5.7x at the current price of HK$4.83.

The China stock market will be getting hotter with its GDP forecast to hit 7% this year and CGS is expected to make more commissions through the hot market in FY2021.

Target price is HK$8.20 which will enable it to reach its average historical p/e.

Superphang
https://superphang.blogspot.sg

LVJI Tech (1745.HK) & FriendTimes (6820.HK)

I introduced two gems: LVJI Tech (1745.HK) and FriendTimes (6820.HK) on 26 Jan 2021. Check this out at http://superphang.blogspot.com/2021/01/two-potential-multibaggers-lvji.html

On this CNY eve of 11 Feb 2021,  LVJI Tech closed at $1.25, 47% paper gain for me from my entry price at 85 cts done on 25 Jan! FriendTimes closed at $2.91, 37.21% paper gain for me from my entry price of $2.12 executed on 20 Jan!

For my readers and followers:

去年金鼠疫情乱

年头股灾年尾狂

今年金牛将改观

股运亨通整年旺

祝愿大家牛年行大运,万事如意!

Superphang

http://superphang.blogspot.sg

CMS (867.HK)

 Refer to my earlier posts of 12 Jan 2021 and of 27 Jan 2021 on CMS (867.HK) 

http://superphang.blogspot.com/2021/01/cms867hk.html.

and 

http://superphang.blogspot.com/2021/01/cms-867hk.html 

【康哲药业拉升涨近18% 收购皮肤线公司切入医学美容行业】康哲药业( 0867.HK...)午后进一步拉升涨17.7%报13.7港元，股价创2018年7月以来新高，市值超330亿港元。公司昨日公告，旗下子公司全资收购一家皮肤线专业公司Luqa Ventures Co.,Limited，借此，公司在获得皮肤线专业产品外，成功切入医学美容行业。（格隆汇）

Huge volume today. Getting closer to my target price of $14.55. Another huge and early angbao for this CNY. 

Superphang

http://superphang.blogspot.sg

China Silver (815.HK)

I bought China Silver (815.HK) about a month ago in anticipation of the new US President Joe Biden's printing of humongous USD1.9 trillion. When that happens, shrewd investors will drive up prices of precious metals.

China Silver's p/b was around 0.3x then. I have been patiently waiting for the confirmation of the printing of the money. 

Yes, China Silver surged 62.65 percent, from 83 HK cents on last Friday closing to the closing price of HKD1.35 today, 1 Feb 2021. But this was not due to the printing of money. This was likely to be caused by the Reddit-inspired frenzy that had roiled stock markets last week and now spilling over into Silver.

Whatever the reasons may be, I sold four-fifth of my holdings and left only 20 percent, which is the house money for me. I am quietly thanking Reddit group for bringing me the early angbao for 2021. Huat ar! 

Superphang

http://superphang.blogspot.sg

CMS (867.HK)

Refer to my earlier post of 12 Jan 2021 on CMS (867.HK) http://superphang.blogspot.com/2021/01/cms867hk.html.

CMS (867.HK) weekly chart: A good surge with good volume, enroute to breaking past the resistance.

Closed on 27 Jan 2021 at $12.26 with intraday high at $12.88. Reiterating my target price: $$14.55. This should be a big angpao for this coming CNY. 

Superphang

http://superphang.blogspot.sg

Two potential multibaggers: $LVJI TECH(1745.HK) and $FRIENDTIMES(6820.HK)

$LVJI TECH(1745.HK)

Listed on HKEx on 17 Jan 2020, this gem is engaged in the business of providing online tour guide in China. 1H2020 cash flow was badly affected by the pandeminc and now it is on the recovery path. If the same ROE can be maintained going forward, this will be a 3-bagger. Rampant insider purchases from Nov 2020 till 22 Jan 2021.
I got in on 25 Jan 2021 at $0.85 per share. My target price is $2.58 within a year from now but I think it should be able to reach there faster than that. Let's see. 

$FRIENDTIMES(6820.HK)

The gem is a leading integrated and well-established mobile game developer, publisher and operator with particular success in female-oriented games. Listed on HKEx on 8 Oct 2019. Solid p/e, solid yield and still have positive operating cash flow given this pandemic period. Can be a 3-bagger with a longer-term TP at $6.80. I bought it on 20 Jan 2021 at $2.12 apiece. It closed at $2.64 on 26 Jan 2021. Solid! 

Superphang
http://superphang.blogspot.sg